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Waddell & Associates Employee Directory

Investment ManagementTennessee, United States11-50 Employees

Its clients are typically individuals stewarding generational wealth or who have built wealth through entrepreneurship or executive careers, and they seek guidance to navigate both financial and emotional complexity. The firm operates as an SEC-registered investment advisory practice with offices in Memphis and Nashville, Tennessee, and Aspen, Colorado, serving a focused client base within the investment management space. In March 2023, Teresa J.W. Bailey was promoted to president of the Nashville office.

Find Waddell & Associates employees' phone numbers or email addresses

Waddell & Associates Global Highlights

Location
Employees

North America
31

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  • United States Of America
    30
  • Canada
    1

Africa
1

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  • Ghana
    1

Waddell & Associates's Leadership

  • Stylized image of a person
    A. P.
    Vice President
    Phone icon
  • Stylized image of a person
    P. S.
    Senior Vice President
    Phone icon
  • Stylized image of a person
    S. T.
    Senior Operations Associate
    Phone icon
  • Stylized image of a person
    H. B.
    Agent
    Phone icon
  • Stylized image of a person
    K. B.
    Agent
    Phone icon
  • Stylized image of a person
    S. W.
    Associate
    Phone icon

Waddell & Associates Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Entrepreneurship
  • Legal
  • Other
  • Accounting

Contact profiles from Waddell & Associates

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. P.
    Vice President
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    P. S.
    Senior Vice President
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    S. T.
    Senior Operations Associate
    Phone icon
    Oct 23, 2025
  • Stylized image of a person
    H. B.
    Agent
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    K. B.
    Agent
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    S. W.
    Associate
    Phone icon
    Oct 22, 2024

Frequently Asked Questions

What is Waddell & Associates known for?

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Waddell & Associates was founded in 1985 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Waddell & Associates's company overview page for more information.

What is Waddell & Associates's most common email format?

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Waddell & Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Waddell & Associates email formats with LeadIQ.

How many employees does Waddell & Associates have currently?

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Waddell & Associates has approximately 32 employees as of July 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Waddell & Associates's key employees and leadership?

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As of July 2026, Waddell & Associates's key employees include:

  • Vice President: A. P.
  • Senior Vice President: P. S.
  • Senior Operations Associate: S. T.
  • Agent: H. B.
  • Agent: K. B.

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